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The barcode receiving process is designed to allow the receiving of Home Hardware shipments based on the invoices sent by Home hardware. This process checks that the item is on the Purchase Order and has been invoiced by Home Hardware and does not allow items ...

Overview This document outlines the files and processes involved in updating and applying pricing to items and/or customers in the COUNTERPOINT ERP system. We will discuss the very basic fundamentals of pricing (stocked vs. non-stocked) down to some very spec...

Basic Overview This document outlines the recent discrepancy report and the new listing report that will print at your branch each night and how they relate to the reconciliation of inter-branch stock transfers, and the effort to try and catch on hand problem...

Overview The promotions button on the Invoicing screen has the ability to allow the user to specify a currently running, or Future Dated flyer and have it available as a clickable item under the promotions button on the COUNTERPOINT Invoicing screen. This al...

(Note – this procedure has multiple steps so it is recommended that you do it only when you can run it from beginning to end uninterrupted.) Accounts Receivable… à4. Transaction Processing… à1. Transaction Input à1.  Add Transactions   Enter the customer n...

Customer Summary The Customer Summary currently offers 12 quick glances at your sales with this customer on a month-over-month basis. Each one of these stats is referred to as a "tile", and appear in numerous places throughout  Counterpoint Cloud Platform Al...

The CounterCRM Notes section allows you to read and write notes on a per-customer basis that integrate back into the note system you already know from COUNTERPOINT. Receiving Notes Every night as part of the data processing procedure, a copy of all the notes...

The Call Log page displays all recorded calls between your phone system and the phone number associated with the customer when your integration with a COUNTERPOINT Unified Communications platform is enabled. Each entry in the call log includes the phone numbe...

Creating a message in the Counter Message system is straight forward. In order to create a new message, you need two pieces of information: an email address to send the message too, and a message to send. Optionally you can provide a customer account number to...

Email When a message has been sent to you, you'll receive a generated email with a link to view the message on the counterpoint.cloud website. With this email, you can click the "Go to CounterMessage" link if your email client supports links. If not, you'l...

The active and archive lookup links allow you to view a history of messages you sent that are either still active (no reply) or archived (replied to). These tables allow you to filter by any of the available columns, and default to the most recent messages fi...

The Resource Centre module allows you to upload and download resources, as well as download resources that other people have marked as public within your company. Uploading   To upload a file you have two options - you can either drag and drop the file fr...

Lookup Table The user reports page displays a list of all the users and their associated email addresses, as well as any daily/weekly/monthly report blocks they are currently setup to receive. From this table you can click on a user to edit their daily, week...

Special reports allow the generation of reports that don't fit into the block/frequency model of user reports. These reports are typically only configurable by on/off, and require additional calculations to send.   Customer Alert Report The customer alert r...

The report generator is a very powerful tool allowing you to pull your own reports based on the data available. However, this power comes with increased complexity. Although this documentation may seem long, it aims to unlock your ability to generate your own ...

Overview The Admin CP page provides you with a quick, at-a-glance view of some of the important statistics and metrics of the Cloud Platform as a whole, and how your data has been loaded, etc. Info Tiles Active Users The total number of users currently l...

User/Email combos input into the address book will appear for all users to select from when sending a message via Counter Message. Typically, it is a good idea to enter your own support/counter emails into the address book, as an easy way for your salesreps t...

An admin alert is a message that is displayed to all salesreps on their landing page after they log in. This allows one way communication between you and all of the salesreps you have on staff that they'll be greeted with when they log in. As you edit the ale...